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Private Advisor Group’s TRI-Continental Corp TY Stock Holding History

Private Advisor Group’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$351K Sell
11,121
-346
-3% -$11.3K ﹤0.01% 2086
2025
Q4 		$375K Sell
11,467
-329
-3% -$11.1K ﹤0.01% 2009
2025
Q3 		$401K Buy
+11,796
New +$389K ﹤0.01% 1900
2024
Q4 		– Sell
-9,025
Closed -$298K – 2501
2024
Q3 		$298K Buy
9,025
+14
+0.2% +$444 ﹤0.01% 1955
2024
Q2 		$279K Sell
9,011
-1,030
-10% -$31.2K ﹤0.01% 1942
2024
Q1 		$309K Sell
10,041
-266
-3% -$7.82K ﹤0.01% 1811
2023
Q4 		$297K Buy
10,307
+1,275
+14% +$34.6K ﹤0.01% 1785
2023
Q3 		$240K Sell
9,032
-487
-5% -$13.4K ﹤0.01% 1774
2023
Q2 		$261K Sell
9,519
-869
-8% -$23.1K ﹤0.01% 1709
2023
Q1 		$276K Sell
10,388
-1,827
-15% -$48.9K ﹤0.01% 1621
2022
Q4 		$313 Sell
12,215
-454
-4% -$12.1K ﹤0.01% 1449
2022
Q3 		$324K Buy
12,669
+13
+0.1% +$359 ﹤0.01% 1435
2022
Q2 		$331K Buy
12,656
+2,138
+20% +$61.4K ﹤0.01% 1599
2022
Q1 		$324K Buy
10,518
+2,226
+27% +$69K ﹤0.01% 1636
2021
Q4 		$275K Sell
8,292
-41
-0.5% -$1.41K ﹤0.01% 1773
2021
Q3 		$278K Buy
8,333
+202
+2% +$6.92K ﹤0.01% 1735
2021
Q2 		$277K Buy
8,131
+68
+0.8% +$2.3K ﹤0.01% 1671
2021
Q1 		$261K Buy
+8,063
New +$249K ﹤0.01% 1621
2020
Q3 		– Sell
-4,552
Closed -$112K – 3299
2020
Q2 		$112K Buy
+4,552
New +$107K ﹤0.01% 1641

Other funds holding TY

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Advisor Group's TY Position: Q1 2026 in Review

Private Advisor Group reduced its TRI-Continental Corp (TY) stake by 3% in Q1 2026, selling an estimated $11.3K and leaving 11,121 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

Private Advisor Group first reported a position in TY in Q2 2020 and has held it in 19 quarters since. The position peaked at $401K in Q3 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • Private Advisor Group held 11,121 shares of TRI-Continental Corp worth $351K as of Q1 2026.
  • Private Advisor Group sold 346 TRI-Continental Corp shares in Q1 2026, an estimated $11.3K.
  • TRI-Continental Corp made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2086 holding.
  • Private Advisor Group first reported a position in TRI-Continental Corp in Q2 2020 and has held it in 19 quarters since.
  • Private Advisor Group's TRI-Continental Corp position peaked at $401K in Q3 2025.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.